ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 155 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,958,172 | +1.4% | 77,215 | +1.7% | 0.29% | +17.2% |
| Q2 2023 | $1,931,706 | +3.9% | 75,902 | +1.2% | 0.25% | +2.5% |
| Q1 2023 | $1,858,903 | +2.2% | 74,986 | -4.4% | 0.24% | -3.2% |
| Q4 2022 | $1,818,080 | +27.9% | 78,467 | +9.1% | 0.25% | +10.0% |
| Q3 2022 | $1,421,000 | +26.5% | 71,927 | +42.1% | 0.23% | +33.1% |
| Q2 2022 | $1,123,000 | +109.5% | 50,629 | +140.3% | 0.17% | +138.9% |
| Q1 2022 | $536,000 | – | 21,072 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LGL PARTNERS, LLC | 1,760,584 | $44,806,872 | 7.66% |
| 3D/L Capital Management, LLC | 894,581 | $22,767,081 | 6.58% |
| FFT WEALTH MANAGEMENT LLC | 2,015,725 | $51,300,199 | 6.37% |
| Armbruster Capital Management, Inc. | 692,560 | $17,625,652 | 4.34% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 286,711 | $7,136,237 | 4.16% |
| Ackerman Capital Advisors, LLC | 494,108 | $12,575,049 | 3.26% |
| ShoreHaven Wealth Partners, LLC | 156,466 | $3,982,060 | 2.66% |
| Tacita Capital Inc | 131,800 | $3,354 | 2.46% |
| Kathmere Capital Management, LLC | 619,494 | $15,766,129 | 2.45% |
| Prosperity Planning, Inc. | 197,620 | $5,029,430 | 2.08% |